Customer Success Manager jobs in United States
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Lumion · 2 days ago

Customer Success Manager

Lumion is a leader in innovative tuition solutions, providing advanced software and comprehensive servicing for educational institutions and students. They are seeking a Customer Success Manager to champion partner success, drive adoption of Lumion’s solutions, and identify opportunities for expansion within partner schools.

CreditEducationFinanceFinancial ServicesFinTech

Responsibilities

Develop and execute strategic success roadmaps aligned with partner goals
Strengthen partner health metrics—such as product usage, NPS, retention, and expansion
Proactively identify risks and surface opportunities using data and KPIs
Act as the internal advocate for partners, ensuring their needs inform product and business decisions
Track partner usage and promptly engage when a drop in activity is detected
Lead successful onboarding of new partner schools
Ensure partners quickly achieve value and are set up for long-term success
Identify upsell opportunities and pass leads off to Revenue Team
Work closely with Product, Sales, Marketing, Implementation, and Operations to introduce and launch new features and products
Ensure feedback loops are closed and partner insights inform internal strategies and product roadmaps
Serve as the first point of contact for partner inquiries and issue resolution
Deliver exemplary service and build long-term trust with stakeholders across partner organizations
Facilitate Quarterly Business Reviews (QBRs) and regular strategic check-ins

Qualification

Customer success experienceCRM tools proficiencyProject management skillsData analysis skillsStrategic thinkingResilienceStakeholder managementEducational technology passionCommunication skillsOrganizational skillsDetail-orientedFast-paced adaptability

Required

2–3 years of experience in customer success, partner management, account management, or a similar role
Proven success managing multiple stakeholders and driving adoption at scale
Strong project management skills with the ability to meet tight deadlines
Proficiency in CRM tools (HubSpot preferred) and data platforms such as Excel or Looker
Organized, detail-oriented, and driven by operational excellence
Strategic thinker with strong execution skills and the ability to lead through influence
Resilient, self-motivated, and able to thrive in a fast-paced, evolving environment
Passionate about improving educational access and outcomes through technology
A confident communicator who can distill complexity into actionable insights

Preferred

Experience in SaaS, fintech, or edtech environments
Experience working with post-secondary, trade, or vocational schools
Knowledge of student financing, including loans or Income Share Agreements
Background in education, admissions, or school operations
Familiarity with Finix, Payabli, Stripe, or similar payment/financial platforms

Benefits

Unlimited paid time off
Generous benefits allowance
Health Insurance Reimbursement
401(k) plan
We’ll pay your cell phone and home internet bill up to $200
$100/month toward your personal wellness (however you define it)
Paid Maternity and Paternity leave

Company

Lumion

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Lumion partner with schools to offer technology solutions to better manage affordable student payments.

Funding

Current Stage
Early Stage
Total Funding
$20.78M
Key Investors
TTV Capital
2025-06-16Seed· $10.7M
2024-02-12Seed· $6.5M
2021-08-02Pre Seed· $3.1M

Leadership Team

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Joshua Haghani
Founder & CEO
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Alicia Paley
Chief Compliance Officer
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Company data provided by crunchbase